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Renada

An Intro into Runbooks (CIPP)

An Intro into Rubooks (CIPP)

Summary

Robbie introduces runbooks in HaloPSA, demonstrating how to automate importing Microsoft 365 groups for clients using custom tables.

Highlights

  • 🎥 Robbie presents runbooks in HaloPSA.

  • ⚙️ Automating daily imports of 365 groups for clients.

  • 📊 Utilising a custom table to store group data.

  • 🔄 Iterating through clients and Azure tenants.

  • 🔧 Connecting HaloPSA with SIP for data retrieval.

  • 🗂️ Updating custom tables with group information.

  • ✔️ Successful data import showcased in the customer view.

Key Insights

  • 📈 Automation Efficiency: Runbooks streamline processes, reducing manual data entry and improving efficiency across client management tasks.

  • 🔗 Integration Capabilities: The ability to connect HaloPSA with SIP allows for seamless data exchange, enhancing overall service delivery.

  • 🗃️ Custom Table Functionality: Custom tables in HaloPSA provide flexibility in data organisation, enabling tailored solutions for varied client needs.

  • 🔄 Iterative Processes: By iterating through clients and Azure tenants, the runbook ensures comprehensive data collection, accommodating multiple scenarios.

  • 🔍 Error Handling: Implementing fault tolerance in runbooks prevents complete failures, allowing for continued processing despite isolated issues.

  • 📊 Data Visualisation: The successful display of imported data in custom tables aids in client tracking and management, enhancing operational oversight.

  • 🛠️ Scalability: This runbook approach can be adapted for larger datasets and more complex integrations as business needs evolve.

Founder & Consultant.
author Connor Fagan Founder & Consultant

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